Purchases and Sales Made in Q1 2022 in Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-197- 5.68% |
$29K - $31.3K
|
3.27K
$675K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-199- 4.73% |
$29.3K - $31.7K
|
4K
$826K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-209- 3.21% |
$30.8K - $33.2K
|
6.31K
$1.3M
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-220- 14.3% |
$32.4K - $35K
|
1.32K
$272K
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-225- 5.77% |
$33.2K - $35.8K
|
3.67K
$757K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-232- 69.88% |
$34.2K - $36.9K
|
100
$20.6K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-232- 3.6% |
$34.2K - $36.9K
|
6.22K
$1.28M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-240- 3.87% |
$35.4K - $38.2K
|
5.95K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-246- 9.61% |
$36.3K - $39.1K
|
2.32K
$477K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-247- 2.1% |
$36.4K - $39.3K
|
11.5K
$2.37M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-249- 7.98% |
$36.7K - $39.6K
|
2.87K
$592K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-250Closed |
$36.9K - $39.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-250- 0.59% |
$36.9K - $39.8K
|
41.9K
$8.64M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-260- 0.71% |
$38.3K - $41.4K
|
36.4K
$7.5M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-261- 50.19% |
$38.5K - $41.5K
|
259
$53.4K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-262- 11.41% |
$38.6K - $41.7K
|
2.03K
$419K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-265Closed |
$39.1K - $42.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-278- 5.12% |
$41K - $44.2K
|
5.15K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-296- 16.71% |
$43.6K - $47.1K
|
1.48K
$304K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-305Closed |
$45K - $48.5K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-307- 3.52% |
$45.3K - $48.8K
|
8.41K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-310- 18.46% |
$45.7K - $49.3K
|
1.37K
$282K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-318- 6.04% |
$46.9K - $50.6K
|
4.95K
$1.02M
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-324- 6.13% |
$47.8K - $51.5K
|
4.96K
$1.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-325- 10.72% |
$47.9K - $51.7K
|
2.71K
$558K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-344- 1.84% |
$50.7K - $54.7K
|
18.3K
$3.78M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-345- 54.85% |
$50.9K - $54.9K
|
284
$58.6K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-349Closed |
$51.5K - $55.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-350- 6.44% |
$51.6K - $55.7K
|
5.09K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-359- 4.77% |
$52.9K - $57.1K
|
7.16K
$1.48M
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-364- 10.36% |
$53.7K - $57.9K
|
3.15K
$649K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-365- 8.85% |
$53.8K - $58.1K
|
3.76K
$775K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-373- 10.42% |
$55K - $59.3K
|
3.21K
$661K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-374- 5.01% |
$55.2K - $59.5K
|
7.1K
$1.46M
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
SELL
|
- |
-389- 3.28% |
$57.4K - $61.9K
|
11.5K
$2.37M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-397Closed |
$58.5K - $63.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-399- 10.76% |
$58.8K - $63.5K
|
3.31K
$682K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-414- 3.55% |
$61K - $65.9K
|
11.2K
$2.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-431- 2.01% |
$63.6K - $68.6K
|
21K
$4.33M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-433- 21.8% |
$63.9K - $68.9K
|
1.55K
$320K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-438- 53.35% |
$64.6K - $69.7K
|
383
$79K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-473- 4.85% |
$69.7K - $75.2K
|
9.27K
$1.91M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-475Closed |
$70K - $75.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-479Closed |
$70.6K - $76.2K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-485- 1.93% |
$71.5K - $77.1K
|
24.6K
$5.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-495- 17.93% |
$73K - $78.7K
|
2.27K
$467K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-517Closed |
$76.2K - $82.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-520- 6.39% |
$76.7K - $82.7K
|
7.62K
$1.57M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-534Closed |
$78.7K - $84.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-538- 22.44% |
$79.3K - $85.6K
|
1.86K
$383K
|